Scale And Automation
This module covers the tools designed to help Navgold scale its operations by standardizing data through templates, automating supplier setup, and using advanced analytics for stock management.
1. Standardizing with Templates
Managing hundreds of Amazon listings individually is impossible. The system uses two types of templates to apply rules in bulk:
Amazon Strategy Template
Defines which Strategy (FBA, SFP, Backorder, or Default) should be used for a product. When a new Pricing record is created, the system can automatically apply a default template, ensuring all new items follow the same logic immediately.
Amazon Cost Set Template
Standardizes the "ingredients" of a price. Instead of adding "Packaging Cost" or "Amazon Referral Fee" row-by-row for every SKU, you define them once in a template.
- The "Apply Template" Button: In the Product Strategy form, users can click "Apply Cost Template" to wipe existing costs and pull in the standard set from the template.
2. Vendor Onboarding Wizard
To ensure data quality when adding new suppliers, the system uses a Vendor Onboarding workflow rather than just a simple form.
- One-Submission Automation: When a Vendor Onboarding record is submitted, the system automatically creates:
A Supplier record with all tax and credit details.
A Primary Contact linked to that supplier.
A Company Address (Office) linked to that supplier.
- Business Rules: It checks for duplicates by supplier name and enforces mandatory fields like "Lead Time" and "Default Currency" to ensure the procurement engine has the data it needs later.
3. Advanced Stock Analytics
Beyond basic inventory tracking, the system provides two specialized reports for operational health:
Amazon Min Max Report (Auto-Reorder Levels)
This report uses sales velocity to recommend minimum and maximum stock levels to keep in your local warehouse.
The Logic: It calculates a "Min Cover" (usually 4 days of sales) based on the 30-day average.
Suppression Rules: To avoid "noise," the system sets the Min Stock to 0 if:
The item has sold fewer than 5 packs in 30 days.
There have been *zero sales in the last 7 days.
- Slow Mover Override: If an item hasn't sold in 7 days but has a solid 30-day history (>= 5 packs), it forces a small "maintenance" stock level to ensure it doesn't go completely out of stock.
Navgold Stock Summary
A high-level dashboard that shows:
Free Qty: Actual stock minus Reserved stock (what you can actually sell right now).
Projected Qty: What you will have after all incoming POs and outgoing Sales Orders are finished.
Requested vs. Ordered: Helps procurement see if a Material Request has actually been turned into a Purchase Order yet.
Filter Logic: This report automatically excludes stock in "Rejected" or "Damage" warehouses to provide a true picture of sellable inventory.
4. Bulk Supplier Data Updates Supplier Stock Import)
To keep prices and stock levels accurate across hundreds of items, the system includes a dedicated bulk importer for supplier data.
Smart Mapping: You can import data using either the Barcode or the Supplier Part Number.
Flexible Updates: You can choose to update just the Price, just the Stock Qty, or both in a single upload.
Google Sheets Support: The system can pull data directly from a public Google Sheets URL, making it easy to collaborate on supplier updates.
Error Handling: After an import, you can click "Export Errored Rows" to get a CSV of exactly which items failed and why, so you can fix and re-import them.
5. Amazon Pricing Submission Logs
Every time the system sends a new price to Amazon, it creates an Amazon Pricing Submission Log.
Status Tracking: It shows whether the update is "Submitted", "Processing", or "Done".
Safety Net: If a submission fails (e.g., due to Amazon API downtime), users can click "Retry Submission" to resend the update without re-calculating everything.
History: This serves as an audit trail for every price change ever pushed to Amazon.